Diversified ● Customized ● Strategic ● Disciplined
At Stonebridge Capital Management we design, implement, and monitor customized portfolios, focusing on stable growth, diversification, and risk management. Our investment process starts with you and your needs and goals, not us and our models. We listen to you, and then we listen some more. We challenge you to clearly communicate your goals, your fears, and your past experiences and reactions to both up and down market cycles. We realize that you’ve worked hard to get to where you are, and are increasingly concerned about getting to where you want to be. Let us know when we can begin the conversation about how we can help you and your portfolio move forward!
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Whether you’re curious about Stonebridge Capital or would like to know more, we’re here to answer any questions.